Disciplined Investments, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 46 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$29,151
+3.1%
1,057
+1.2%
0.02%
+33.3%
Q1 2023$28,262
+6.1%
1,044
+1.3%
0.01%
-7.7%
Q4 2022$26,635
+6.5%
1,031
+1.3%
0.01%
+18.2%
Q3 2022$25,000
-3.8%
1,018
+1.4%
0.01%
-8.3%
Q2 2022$26,000
-53.6%
1,004
-49.8%
0.01%0.0%
Q1 2022$56,000
+86.7%
2,000
+100.0%
0.01%
-7.7%
Q4 2021$30,000
-3.2%
1,0000.0%0.01%
-13.3%
Q3 2021$31,000
-6.1%
1,0000.0%0.02%
-11.8%
Q2 2021$33,000
+3.1%
1,0000.0%0.02%
-10.5%
Q1 2021$32,000
-8.6%
1,0000.0%0.02%
-17.4%
Q4 2020$35,000
+9.4%
1,0000.0%0.02%
-4.2%
Q3 2020$32,0000.0%1,0000.0%0.02%
-4.0%
Q2 2020$32,000
+6.7%
1,0000.0%0.02%
-13.8%
Q1 2020$30,000
-16.7%
1,0000.0%0.03%
-3.3%
Q4 2019$36,0001,0000.03%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
CLEAR INVESTMENT RESEARCH, LLC 69,589$2,331,0003.77%
STERLING INVESTMENT ADVISORS LLC /ADV 76,127$2,550,0002.27%
Pictet North America Advisors SA 650,815$21,802,0001.97%
Foresight Wealth Management, LLC 44,342$1,485,0001.58%
Lattice Strategies LLC 26,160$876,0000.76%
OPTIMUM INVESTMENT ADVISORS 65,655$2,199,0000.76%
Private Ocean, LLC 78,765$2,639,0000.74%
Strategic Wealth Partners, Ltd. 28,455$979,0000.49%
BANQUE PICTET & CIE SA 650,815$21,802,0000.44%
V Wealth Advisors LLC 22,313$760,0000.39%
View complete list of WISDOMTREE TR shareholders